What is ProFrac Holding's gross profit margin?

What factors drove the changes in ProFrac Holding's revenue and profit?

What does ProFrac Holding do and what are its main business segments?

What is the revenue and EPS growth rate for ProFrac Holding year over year?

What were the key takeaways from ProFrac Holding's earnings call?

What guidance did ProFrac Holding's management provide for the next earnings period?

What is ProFrac Holding's latest dividend and current dividend yield?

What were the key takeaways from ProFrac Holding’s earnings call?

- **$100M Cost Savings Initiative**: 80% fleet dedications, 15% maintenance cost reduction, and 26% fuel economy improvements. 
- **Market Recovery**: Q4 2025 pump hours +20% YoY, with LNG export capacity expansion supporting 30% increase in natural gas demand. 
- **Technology Leadership**: ProPilot 2.0's AI maintenance scheduling reduced downtime by 18%. Flotek's gas conditioning solutions command $3B-$6B market. 
- **Financial Flexibility**: $200M capital raises via senior notes, ABL paydowns, to $160M. 
- **Operational Efficiency**: 80% fleet dedications, 15% maintenance cost reduction. 


**【Management Opening Remarks】**
- ProFrac reported Q3 2025 revenue of $403 million, with adjusted EBITDA of $41 million and free cash flow of -$29 million. The company emphasized cost management initiatives, including $100 million in annualized savings by mid-2026, through headcount reduction, operational efficiency, improvements, and capital expenditure optimization.

**【CEO Commentary】**
- Ladd Wilks highlighted the company's vertically integrated platform and technology leadership (ProPilot 2.0, Seismos partnership) driving 26% fuel economy improvements and closed-loop fracturing capabilities. Q4 2025 activity stabilized post-September deferrals, with October pump hours rebounding 20% YoY. The company's asset management program reduced maintenance costs by 15% through centralized fleet optimization. 

**【CFO Financial Commentary】
- Austin Harbour detailed $100M cost savings via labor reduction, nonlabor expense optimization, and capital allocation shifts to $160M-190M 2025 capex. Flotek transaction provided $80M liquidity, with 60% equity stake in Flotek Industries. Q3 2025 free cash flow improved 20% QoQ to -$29M, via ABL paydowns. 

**【Q&A Highlights】**
- Customer program dedications (80% fleets under contract) drove 35% utilization improvement. Flotek's gas conditioning solutions command $3B-$6B market. ProPilot 2.0's AI-driven maintenance scheduling reduced nonproductive time by 18%. 

**【Strategic Initiatives】**
- ProFrac's e-frac fleets saw 26% fuel economy improvements. Seismos' closed-loop fracturing captured 45% market share in the Haynesville basin. 


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